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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,190 | $157,296-92.9% | $141,191-92.1% | $152,897-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.20% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,263 | $5,262-38.0% | $4,736-31.1% | $4,764-31.5% |
| Participant deferral / active EE | $8,167 | $7,111+14.9% | $6,710+21.7% | $5,851+39.6% |
| Admin fee / account holder | $10,001 | $12,125-17.5% | $10,264-2.6% | $11,599-13.8% |